As we enter the new year, we’re taking a moment to reflect on some of the critical themes that shaped the markets in 2024. These include geopolitics, evolving trade policies, and the shifting dynamics of the future of global energy. We anticipate that these factors will continue to play a significant role in influencing economic and market trends in 2025. Our focus remains on closely monitoring these developments to identify potential risks and opportunities as they emerge.
Market sentiment now indicates that rate cuts will not occur until the third quarter of 2024. Despite signs of strength, the direction of the economy and the likelihood of a recession remain uncertain. Relations between the U.S. and China are expected to remain strained regardless of the U.S. election outcome.
Monetary policy, global growth, politics and innovation have dominated headlines in 2024, and we expect these broad themes to continue to have an impact on markets as we head into the second half of the year.
Next-gen computing and vehicle electrification are driving greater demand for electricity. Nuclear may be a source to help meet it; find out how in our latest Off the Cuff video with Ashley Misquitta, CFA, Senior Portfolio Manager and Investment Strategist.
In this Off the Cuff video, Ashley Misquitta, CFA, Senior Portfolio Manager and Investment Strategist, shares what it will take for the economy to transition from fossil fuel to more renewable energy-based resources, and where the team see potential investment opportunities.
Ashley Misquitta shares his views on the potential impact that shareholders and courts are beginning to have on a few of the world's largest energy producers.
Ashley Misquitta reviews the U.S. general election results and the potential impact on the markets in this Off the Cuff video.
Ashley Misquitta discusses how the investment team continues to manage investments in these uncertain times and where they are finding opportunities in this Off the Cuff video.
Ashley Misquitta, Senior Portfolio Manager, U.S. Equities recently appeared on BNN Bloomberg's "Market Call"* to share his views on the U.S. market. Watch the interview to find out what Ashley had to say.
Ashley Misquitta, Senior Portfolio Manager, U.S. Equities recently appeared on BNN Bloomberg's "Market Call Tonight"* to share his views on the U.S. market. Watch the interview to find out what Ashley had to say.
